JOB-BORN Executive Search Inc.
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VIP Personal Lines CSR (High Net Worth)  - Concord
Our Client is hiring!!  
Primary DutiesDevelop and maintain positive client relationsPositive demeanor and outlook when it comes to customer management and serviceCollaborate with Underwriters daily and maintain a strong and positive relationshipReview property appraisals reports and identify recommendationsE-Docs/Renewal lists – review and handle accordinglyManage client policy renewals as well as re-market existing clients when necessaryProcess outstanding payments and banking information changesTransact and Invoice Agency Bill PolicyFollow up on abeyance's on a daily basisQuote policy changes through CQ and company portalsAssist and Account Executives with renewals, policy changes and new businessAbility to problem solve and use appropriate judgment when assessing a risk or issue
RIBO Licensed
Working towards or have CIP or CAIB
Experience with high net worth insurance carriers
5-7 years’ experience in Personal Lines, included client facing and knowledge in high net worth carriers
3+ years’ experience in managing and servicing a High Net Worth Personal Lines book of business
Strong organizational skills and attention to detail
Positive attitude with outstanding interpersonal and communication (oral & written) skills
Must be able to work in office or a hybrid work model
Apply now!!!
Lexi Williams, Senior Administrator
JOB-BORN Executive Search Inc. 437-234-3420

Always on the Hunt for You !

Lexi Williams 

Senior Administrator for the Insurance Industry



BIG ENOUGH TO SERVE YOU …small enough to know you

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